Creation - Enterprise Project Structure (EPS)

OVERVIEW - The Enterprise Project Structure (EPS) forms the hierarchical structure of your database of projects. Each EPS node (or folder) can be subdivided into multiple levels to represent the work that needs to be done in your organization. The number of levels and their structure depend on the scope of your projects and how you want to summarize data. - Primavera

1. To create an EPS you can be in any view.  However, for this tutorial go to the project view accessible by clicking the project button at the top of the directory bar.
   
   
2. Because we are using a newly created database, there is only one EPS node visible.  This node represents the database and will always be the highest node in the hierarchy.
   
   Note:  one EPS instance is referred to as a “node”.
   
   
3. To start, let’s rename this EPS node.  You can rename it by either clicking the node itself when it is highlighted:
   
   OR
   
   you can go down to the Details window at the bottom of the screen, making sure the General tab is selected, and fill in the new names there.  Name the Project ID field, SP, & the Project Name field, Scheduling Professionals.
   
   
4. Now, move your cursor to the menu bar at the very top and click Enterprise to view the enterprise drop-down menu.  Click on “Enterprise Project Structure…” which is second from the top.
   
   
5. The EPS pop-up window will appear complete with a diagram of all EPS nodes along with dotted lines showing their hierarchical significance.
   
   
6. If there were multiple levels of nodes in the database, you would select a node whose hierarchical level is the same as the one you want to create.  However, since we just have our database node right now click “Add”.
   
   
7. The new EPS node will be directly below the database node since there cannot be another node at the database level.  Give the new node an ID of TRAIN & the Name, Training.
   
   
8. With the node, TRAIN, highlighted click Add again.  A second new EPS node appears at the same hierarchical level as the node TRAIN.
   
   
9. Give the new node an ID of S2 and a Name of Section 2 - Creation.
   
   
10. Now, instead of leaving S2 at the same level as TRAIN, click the right pointing arrow on the right hand-side of the EPS window to lower S2’s hierarchical level.
    
    Note – The Responsible Manager field can be used to limit user access to all associated projects underneath an EPS node by associating it with a particular person.  The default is “Enterprise” which allows all users access.
    
    
11. Click Close.

NEXT - Projects